Sterling Financial Planning, Inc.: PG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sterling Financial Planning, Inc. on PG, newest first. How the timeline and the estimate are built.
Sterling Financial Planning, Inc. held 2,470 PG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 2,470 sharesChange vs previous 13F -340 shares
0.1% of the 13F portfolio, value $362,201.
13F-HR 0001844278-26-000004 filed by Sterling Financial Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,810 sharesChange vs previous 13F -62 shares
0.12% of the 13F portfolio, value $405,876.
13F-HR 0001844278-26-000003 filed by Sterling Financial Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,872 sharesChange vs previous 13F 0 shares
0.12% of the 13F portfolio, value $411,586.
13F-HR 0001844278-26-000001 filed by Sterling Financial Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,872 sharesChange vs previous 13F 0 shares
0.14% of the 13F portfolio, value $441,283.
13F-HR 0001844278-25-000002 filed by Sterling Financial Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,872 sharesChange vs previous 13F -398 shares
0.15% of the 13F portfolio, value $457,567.
13F-HR 0001085146-25-004184 filed by Sterling Financial Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,270 sharesChange vs previous 13F -97 shares
0.2% of the 13F portfolio, value $557,273.
13F-HR 0001085146-25-002403 filed by Sterling Financial Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,367 sharesChange vs previous 13F -9 shares
0.21% of the 13F portfolio, value $564,478.
13F-HR 0001085146-25-000679 filed by Sterling Financial Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,376 sharesChange vs previous 13F not available
0.22% of the 13F portfolio, value $584,723.
13F-HR 0001085146-24-005252 filed by Sterling Financial Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).